Dupree & Company, Inc.
● SEC registered since 1977CRD 1697SEC# 801-13157Lexington, KY
Reg. AUM
$888.2M
Employees
12
Accounts
1
Location
Lexington, KY
Dupree & Company, Inc. assets under management
Dupree & Company, Inc. is an investment advisory firm registered with the SEC based in Lexington, KY. The firm has been registered since 1977. It reports $888.2 million in regulatory assets under management and employs 12 people.
Dupree & Company, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Huston Barrow Combs Control | Vice President | Under 5% | 2018 |
| III Allen Evans Mr. Grimes Control | Chief Executive Officer, Chief Compliance Officer, Chief Legal Officer, Financial Principal, Shareholder, Director | Under 5% | 2005 |
| Lamar Dupree Grimes Control | Shareholder, Director | Over 75% | 2014 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Dupree & Company, Inc. manage?
Dupree & Company, Inc. reports $888.2 million in regulatory assets under management on its Form ADV.
How many employees does Dupree & Company, Inc. have?
Dupree & Company, Inc. reports 12 employees.
Where is Dupree & Company, Inc. located?
Dupree & Company, Inc. is based in Lexington, KY and has been SEC-registered since 1977.
Does Dupree & Company, Inc. disclose fund performance?
Dupree & Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 125 South Mill St Ste 100, Lexington, KY 40507 |
| Phone | 859-254-7741 |
| Fax | 859-254-1399 |
| Office hours | 9:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$888.2M▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$888.2Mregulatory AUM
Discretionary $888.2M